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As the global AI boom continues, the world's largest tech companies have embarked on an unprecedented spending spree to stay ahead of the curve and build the infrastructure needed for the AI revolution. This year alone, Meta, Alphabet Inc., Amazon and Microsoft are expected to spend between $350 and $400 billion in capital expenditure, most of it dedicated to building AI datacenters that are the foundation of all AI applications. That's more than double the amount spent two years ago and there is no end in sight to what experts are calling the "AI arms race". While cloud market leaders Amazon (AWS), Microsoft (Azure) and Alphabet (Google Cloud) are pouring billions into expanding the AI capabilities of their cloud infrastructure - which is a $400 billion market in itself - Meta is more product-focused, hoping that AI investments will improve its products, boost ad sales and eventually help them develop a "personal superintelligence", as CEO Mark Zuckerberg recently laid out. With each announcement of another increase in capital expenditure, the pressure on competitors rises to do the same, creating a spending spiral as no one wants to risk falling behind in the race towards the AI-centric future. One company that appears to have fallen behind already is Apple. Not only has the iPhone maker known for its seamless integration of hardware and software failed to impress with the AI tools baked into its latest devices, but it's also falling behind its peers in terms of AI investments. In the fiscal year that just ended, Apple's capital expenditure amounted to $12.7 billion, which is a 33-percent increase from the year before but far from the spending levels seen from the aforementioned hyperscalers.

NVIDIA's share price jumped 5 percent at the opening bell on Thursday, after the company had blown away expectations in its third-quarter earnings report on Wednesday. Nvidia's record quarter, which was accompanied by a bullish outlook for the current quarter, could be the catalyst for a year-end rally, as no company is currently watched more closely than Nvidia, the linchpin of the AI revolution. But it's not only Nvidia's symbolic role as the AI poster child that has the potential to move markets, it is its sheer size as the world's most valuable company as well. Due to the fact that the S&P 500 is a market-cap-weighted index, the performance of mega cap companies such as Nvidia and Apple and Microsoft, both valued at more than $4 trillion, is particularly important to its overall performance. According to Howard Silverblatt, Senior Index Analyst at S&P Dow Jones Indices, Nvidia has once again been the biggest driver of the S&P 500's performance this year. As of October 31, the index had returned 17.5 percent in 2025, with Nvidia alone accounting for nearly 20 percent of the index's overall gain. That puts the company ahead of Alphabet, Microsoft and Broadcom, who accounted for 10.2, 10.1 and 8.2 of the index' year-to-date return, respectively. At the other end of the scale, UnitedHealth Group was the largest negative contributor to the index's performance, followed by Fiserv, Salesforce and Accenture. All of these companies saw their share prices drop by 22 (Saleforce) to 68 percent (Fiserv), but due to their limited weight in the index, their performance only accounted for minus 4.9 percent of the index's overall performance, dragging its return down 0.87 percentage points on aggregate.

Join us on Statista’s next big AI leap! 1M+ reliable data points are now available in every popular AI assistant for fact-based decision making.   Earlier this year, we introduced our API-first service Statista Connect, designed to integrate Statista’s verified and trusted data in third party environments. Today, we're launching its Model Context Protocol (MCP) server, enabling secure and seamless access to verified Statista data across popular AI assistants or automation platforms – from Claude to OpenAI or Gemini.   “The possibilities unlocked by our new MCP server are virtually limitless. By making our data natively available across leading AI ecosystems, we enable trusted market intelligence to flow seamlessly into business-critical decisions and workflow systems,” explained Viviane Minz, Vice President API & Ecosystem Partnerships at Statista. “By elevating critical workflows, we enable organizations and professionals to scale AI with confidence while guaranteeing that every insight remains accurate and trustworthy.”   Statista customers using AI assistants or automated tools can connect to Statista’s MCP server with a simple configuration. For more information visit: https://lnkd.in/enWzQJzx

The Televisions market remains a cornerstone of the global consumer electronics industry, driven by rapid technological innovation and evolving entertainment habits. Modern consumers increasingly favor larger screens, higher resolutions, and smart connectivity, making televisions not only viewing devices but also central hubs for digital content and streaming. Leading manufacturers such as Samsung Electronics, LG Electronics, and Sony continue to shape the competitive landscape through cutting-edge display technologies, sleek designs, and strong brand loyalty. More market insights can be found here: https://lnkd.in/es8AP-wv

According to our latest Consumer Insights data, 94 percent of respondents watch TV, with two thirds watching every day. Action and adventure are the most popular genres, followed by comedy and drama. The survey also shows that over half of respondents have a paid TV subscription, while 35 percent rely on free options. More consumer insights can be found here: https://lnkd.in/dY89cVcm

Between March and October 2025, ChatGPT captured a share of 84 percent of global web referrals among leading AI chatbots on mobile devices. This puts it well ahead of competitors such as Perplexity (9.7 percent), Google Gemini (2.7 percent) and Microsoft Copilot (2.1 percent) in directing website traffic via mobile platforms. With over 557 million monthly active users on Android and iOS devices, OpenAI’s chatbot has become an essential tool for online search, content creation, and productivity, while increasingly extending its influence into online shopping and the workplace. As mobile app adoption grows, its ability to deliver conversational intelligence seamlessly within users’ daily environments is a key driver behind the expanding integration of AI assistance into everyday digital routines. The gap between ChatGPT and other chatbots also repeats across desktops and tablets, highlighting its current influence in driving AI-powered web navigation and discovery. More statistics on ChatGPT can be found here: https://lnkd.in/ecxkwAPA #Chatbots #MobileAI #MarketTrends #StatistaInsights

Applications open: TIME’s Top EdTech Companies 2026 👇 https://lnkd.in/eQhz_tFy In a world brimming with innovation, our goal is to discover the leaders in EdTech and give readers, investors and other stakeholders insights into a quickly growing and highly relevant industry. TIME, in partnership with the international market research company Statista, have created an application form that allows interested companies to easily submit the data required to be considered for the ranking. The application period runs from November 12th, 2025, to January 4th, 2026.

Visit Statista at Bangalore Tech Submit 2025!

Right now, a lot of sales teams are trying to figure out how to actually use AI in a way that makes their work easier: researching accounts faster, preparing smarter outreach, and showing up to calls with stronger context. In our latest webinar, our SVP Americas, Elizabeth Grausam, shares practical examples from her own experience: how great reps use market understanding to build trust, how AI can support prep work, and why knowing your buyers’ world matters more than ever. If you want straightforward, real-world advice you can apply immediately, this is worth a watch 👉 https://lnkd.in/eMz45M5w

U.S. President Donald Trump has urged Republican lawmakers to vote for the Department of Justice to fully disclose the Jeffrey Epstein files. In a Truth Social post on Sunday night, he declared, “we have nothing to hide.” His appeal comes ahead of a congressional vote scheduled this week. Speaker of the House Mike Johnson confirmed on Wednesday that the bill will move forward after a petition gathered the required 218 signatures. The vote arrives as newly released documents, including emails that mention U.S. President Donald Trump, have reignited debate over his past ties with Epstein. The Epstein files, as they have come to be known, are a thorn in Trump’s side. According to a YouGov poll conducted in early September, 57 percent of U.S. adults disapproved of Trump’s handling of the investigations into Jeffrey Epstein, while 22 percent said they approved and a further 22 percent said they were not sure. Net approval is calculated by the total approval rating among a population minus disapproval. At -35 percentage points, Trump’s handling of the Epstein investigation is the lowest score of the seven issues surveyed, ranking below the likes of inflation/prices (-30 p.p.), health care (-24 p.p.), the economy (-17 p.p.) and immigration (-5 p.p.).